Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 3,135 institutions that hold shares in the stock, with a total of 2.24 Billion shares, which have been reported (via 13F filing form) to have a value of $187 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
18,004
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,000
shares
|
$1.5 Million
0.57% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
17,987
shares
|
$1.5 Million
0.61% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
17,915
shares
|
$1.49 Million
0.55% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
17,905
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
17,863
shares
|
$1.49 Million
0.38% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
17,801
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
17,794
shares
|
$1.48 Million
0.16% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
17,760
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2025
Added 96.16%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
17,727
shares
|
$1.48 Million
0.65% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
17,675
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
17,635
shares
|
$1.47 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
17,633
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
17,623
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
17,590
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 33.84%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
17,589
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2025
Added 1421.54%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
17,555
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2022
Reduced 23.85%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
17,536
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
17,506
shares
|
$1.46 Million
0.98% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
17,500
shares
|
$1.46 Million
1.18% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
17,453
shares
|
$1.46 Million
0.34% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
17,434
shares
|
$1.45 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,423
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Added 39.79%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,418
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
17,365
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Added 4.86%
|
|